Click “Continue to Signature Placement” – This will prepare the document for the next stage: Signature Placement

In the “Select Participant” window, you will see the email address of your signer(s)

Whichever participant is selected, you will be placing signature fields for

Select the desired participant

Drag & Drop signature field to desired location(s) (all places on the document that require a signature)

Once all signature fields have been placed, click “Send” to send the document

The document is now on its way to your client’s email inbox

Client Experience

Once the document has been sent, the primary taxpayer will receive an email notification. The notification will contain a link, which will open a document and request that the client electronically sign.

Open notification email and click on highlighted link

Follow the onscreen instructions "Start"

Follow the onscreen instructions – “Click here to sign”

Client will have 2 options when applying their signature(s)

Client can sign using their keyboard and typing their name

Client can use mouse, finger or stylus to draw their signature

Once signed, click “Apply”

Once applied, click "Next" to go to the next signature field

Once the client has finished applying their signature in all required locations, they simply “Click to Sign”

Licensed User:

Once the document is completely signed, the signer will receive a final copy. This copy can be accessed by clicking on the “Download Link” in their email notification

Or they may access the document through SignatureFlow application by clicking "Signature Report"